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“Much investment success can be attributed to inactivity. Most investors cannot resist the temptation to constantly buy and sell. Lethargy bordering on sloth should remain the cornerstone of any investment style.”
- Warren Buffett

One of the great things about technology today is the wealth of information available to anyone who makes the effort to find it. However, there is so much information out there; that it can be hard to discern what is valuable commentary or facts versus uninformed conjecture or “junk science.”

Here are some papers we have written to provide you with the knowledge to better understand the financial world around you. 

You can view one of the pieces we've created below, visit Educational Resources for other sites of interest, check out Continuing Education to see when local classes are offered next, or read our quarterly newsletter CheckMate for added insight.

 

View these resources for added insight:

six signs you need a financial second opinion. download now
Lower Your Taxable Interest - Updated in 2014 for Your 2013 Taxes
Free Educational Resource: Taxes and Your Retirement
Who Is Out Typical Client: Read the Case Study
Stop the Losses. An Educational Resource.